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Achieving service excellence in banking with automation, data and AI

Featured Speakers:

Rebecca Hellmann, Senior Vice President, Managing Director of User Experience CRM, Republic Bank
Olivia Boles, Digital Strategy & Solution Architecture, PenFed
Amir Madjlessi, Managing Director, Banking Industry Advisor, Salesforce
Matt Wexler, Principal Specialist Solutions Engineer, Salesforce

In an era where 25% of customers are switching their financial services providers, the pressure to deliver exceptional service experiences has never been higher. Manual processes and fragmented systems hinder support teams, leading to frustrated customers and decreased loyalty. Discover how automating workflows and using AI and data helps banks improve the service experience, drive efficiency, and maintain trust.

 

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